News & Publications

James E. Heavey will present, “Practical Protections and Growth: Strategies from a Legal Perspective,” at the 2018 Excell Conference in Las Vegas, NV on May 31st. James will offer his insights, experiences and customized guidance to help financial advisors protect the practices they have built, reach their growth goals and field questions on the path to success. For more information and/or register, please click here.